SVB Wealth’s Insulet PODD Stock Holding History

SVB Wealth’s Portfolio PODD Stock Details PODD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-479	Closed	-$126K	–	1314
2025 Q1	$126K	Buy	+479	New	+$130K	0.01%	372
2021 Q3	–	Sell	-10,239	Closed	-$2.81M	–	1035
2021 Q2	$2.81M	Sell	10,239 -2,500	-20%	-$680K	0.04%	217
2021 Q1	$3.32M	Buy	+12,739	New	+$3.41M	0.05%	192

Other funds holding PODD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SVB Wealth's PODD Position: Q2 2025 in Review

SVB Wealth sold out of Insulet (PODD) in Q2 2025, closing a stake of 479 shares — an estimated $126K sold.

SVB Wealth first reported a position in PODD in Q1 2021 and held it in 3 quarters. The position peaked at $3.32M in Q1 2021. 796 funds tracked by Wall St. Rank hold PODD as of Q2 2025.

SVB Wealth reported no remaining Insulet position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 479 Insulet shares in Q2 2025, an estimated $126K.
SVB Wealth first reported a position in Insulet in Q1 2021 and held it in 3 quarters.
SVB Wealth's Insulet position peaked at $3.32M in Q1 2021.
796 funds tracked by Wall St. Rank held Insulet as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.